+19.8%
MA vs HTZ
-75.7%
+95.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.3% |
| 7D | +1.3% | -8.5% | +9.8% | +1.3% |
| 30D | +9.6% | -18.9% | +28.5% | +9.9% |
| 3M | +16.8% | -36.0% | +52.8% | +16.8% |
| 6M | +35.2% | -74.6% | +109.8% | +35.0% |
| YTD | +16.6% | -70.8% | +87.4% | +14.8% |
| 1Y | +19.8% | -75.3% | +95.1% | +20.0% |
| All | +19.8% | -75.7% | +95.5% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling